Is Your Beneficiary Protected From Themselves?
Beneficiary Protection Your beneficiaries are legally adults at age 18, but that doesn’t necessarily mean they are responsible enough to handle an inheritance. If you don’t do an estate plan with a Will or Revocable Living Trust that incorporates age limits (beneficiary protection), the usual default under the law is 18. This is a story […]
My Parents Are Doing Estate Planning
What Do I Need to Know? The following was a post to Reddit on the r/estateplanning thread along with my response. The person posting was looking for information on what to expect in the estate planning meeting with their parents and attorney… but most of the traditional attorneys jumped into providing advice to the parents on […]
Legacies: What We Leave Behind
What We Leave Behind is More Than Money When it comes to estate planning, it comes down to what assets you want to pass along and how it happens. However, the legacies we leave behind are often far more than money. In this broadcast originally to The Plain English Attorney Community, attorney and author Jeffrey […]
Millennial Planning Challenges and Opportunities
Millennial planning consists of unique challenges that Boomers and Gen X have not had to face. These challenges include financial, legal, and family problems including estate planning issues probably unthought of by Boomers and the generations before them. The checklist includes: Having forgone college, or having massive student loan debt if they did go A […]